We Work Together to
Improve Your Financial Life

We Take the Time to Get to Know You

Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

Get to Know us

We Offer Significantly More Than Investments

We care for your money with integrated services that focus not only on wealth enhancement but wealth protection, wealth transfer, and charitable giving. Addressing all these elements is important to develop the best plan for you.

How we work with you

Engage

We connect with you to get to know you personally, as well as your overall situation.

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Plan

Once we have full knowledge of who you are and what you want to accomplish, we design your customized plan.

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Steward

As your situation evolves, we constantly look for ways to enhance your plan through tax, risk, and wealth management strategies.

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See Our Services

Find an Advisor

Though each of our teams and advisors may vary in their focus and technique, we have a common purpose and share in the same successful approach to planning—creating a comprehensive financial plan, tailored to your individual and personal goals.

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Resources

  • Diversifying Your Portfolio with Retirement in Mind

    July 29, 2020

    Retirement planning has changed since your parents and grandparents were saving for

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  • rise-in-market-during-pandemic

    Webinar: Why Has the Market Gone Up?

    July 28, 2020

    We hope you enjoyed the webinar Michael and Grayson held on June

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  • group of people working on a banner that says "we need your help" for a charitable cause

    4 Tips for Socially Responsible Investing

    July 22, 2020

    Can investing be both a moral and a financial choice? Absolutely. What

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See More Resources